Agilis Investment Management
About Agilis Investment Management
Agilis Investment Management by Agile Financial Technologies is a comprehensive investment management platform designed to support asset managers, wealth managers, and financial institutions in handling complex investment operations.
Agilis Investment Management by Agile Financial Technologies is a comprehensive investment management platform designed to support asset managers, wealth managers, and financial institutions in handling complex investment operations. Its primary purpose is to streamline portfolio management, risk analysis, compliance monitoring, and reporting within a unified system. Key features include portfolio tracking, order management, risk analytics, performance measurement, and regulatory compliance tools.
Pros & Cons
- The bespoke approach ensures that investment strategies align perfectly with individual or institutional goals.
- Integrated focus on tax efficiency helps clients keep a larger portion of their generated wealth.
- Direct site visits and management interviews provide deeper insights than standard desk research.
- Access to esoteric, non-mainstream investments reduces competition and potentially increases specialized returns.
- Concentrates on high-yield, low-volatility assets which can provide consistent financial stability.
- A high-touch research and site-visit model typically results in higher management fees for the client.
- Physical presence is limited to a single location in Wilton, CT, potentially affecting local accessibility.
- Investing in niche, "not well known" assets can involve higher complexity and lower liquidity.
- As a specialty firm, their services may require high minimum investments typical of "white-glove" management.
- Despite a defensive focus, undervalued assets and equities remain susceptible to broader economic volatility.
Features
Key features
Focuses on building portfolios that produce generous levels of cash income to fund client lifestyles or business operations.
Prioritizes niche assets that are not widely tracked by Wall Street or held in popular mutual funds to find unique value.
Implements investment strategies with a specific focus on minimizing tax liabilities for the portfolio owner.
Combines deep data analytics with physical site visits and direct management interviews to vet opportunities.
Utilizes high cash yields to provide a buffer and maintain stability during broader market downturns.
Actively seeks out and acquires undervalued equities and fixed-income instruments for capital appreciation.
Additional features
Guides portfolios to generate steady levels of liquidity through high-yield assets.
Employs lower-volatility assets to protect the principal investment while seeking growth.
Operates under a legal and ethical obligation to put the client's financial interests above their own.
Creates customized investment plans tailored to the specific needs of individuals or institutions.
Offers the ability to grow capital by cycling generated income back into the portfolio.
Conducts rigorous analysis of SEC filings and financial documents as part of the due diligence process.
Provides access to a specialized team of research analysts with diverse industry backgrounds.
Delivers a high-touch, personalized client experience including dedicated support and communication.
Provides a secure digital interface for clients to monitor their investments and access reports.
Manages debt-based instruments to ensure a predictable return for conservative growth.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Agilis Investment Management
Agilis Investment Management by Agile Financial Technologies is a comprehensive investment management platform designed to support asset managers, wealth managers, and financial institutions in handling complex investment operations.
Agilis Investment Management Details
Agilis Investment Management's In-App Market Place
Does Agilis Investment Management have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CHF (CHF), CNY (¥), SEK (kr), NZD (NZ$), SGD (S$), HKD (HK$), NOK (kr), KRW (₩), INR (₹), RUB (₽), ZAR (R), BRL (R$), MXN (MXN$), TRY (₺), AED (د.إ), SAR (﷼), QAR (﷼), THB (฿), IDR (Rp), MYR (RM), TWD (NT$), PHP (₱), PLN (zł), HUF (Ft), CZK (Kč).
Pros & Cons
- The bespoke approach ensures that investment strategies align perfectly with individual or institutional goals.
- Integrated focus on tax efficiency helps clients keep a larger portion of their generated wealth.
- Direct site visits and management interviews provide deeper insights than standard desk research.
- Access to esoteric, non-mainstream investments reduces competition and potentially increases specialized returns.
- Concentrates on high-yield, low-volatility assets which can provide consistent financial stability.
- A high-touch research and site-visit model typically results in higher management fees for the client.
- Physical presence is limited to a single location in Wilton, CT, potentially affecting local accessibility.
- Investing in niche, "not well known" assets can involve higher complexity and lower liquidity.
- As a specialty firm, their services may require high minimum investments typical of "white-glove" management.
- Despite a defensive focus, undervalued assets and equities remain susceptible to broader economic volatility.
Agilis Investment Management's Support Options
Email Address
team@agilisim.comContact
203-920-1011Agilis Investment Management's Alternatives
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